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22/03 Shraddha Dobariya
HR Recruiter at Tekpillar Services

Views:2 Applications:1 Rec. Actions:Recruiter Actions:0

Direct Relationship Manager - Sales - BFSI (1-9 yrs)

Chennai/Coimbatore/Madurai/Tamil Nadu Job Code: 369265

Job Title: Direct Relationship Manager - Investment Products, Mutual Funds, and Demat Accounts

Location: Chennai, Coimbatore and Madurai

Responsibilities:

- Attract new clients for investments in mutual funds and demat accounts.

- Organize client meetings to assess financial objectives and offer customized investment strategies.

- Achieve or surpass sales goals through client acquisition and portfolio enhancement.

- Remain informed about industry developments and regulatory standards.

- Deliver outstanding customer service by responding to client inquiries and providing personalized investment options.

Qualifications:

- A bachelor's degree in Finance, Business Administration, or a related discipline.

- At least 1 year of sales experience in the BFSI sector, ideally in mutual funds or financial services.

- Proficient communication skills in English and Gujarati.

- Strong interpersonal abilities to establish and nurture client relationships.

- Demonstrated success in meeting or exceeding sales objectives.

Interested candidate can share their resume at +91 84888 33693

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